IVY CREEK FOUNDATION INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1979

Principal Officer

DR TERESA LESLIE

Phone

4349737772

Tax Period

2025-01-01 to 2025-12-31

IVY CREEK FOUNDATION INC, founded in 1979, is a small nonprofit in the Environment sector that reported $318K in total revenue in fiscal year 2025. Expenses of $276K left a modest 13% surplus.

Mission

CONNECTING PEOPLE TO THE PAST & PRESENT BY HONORING THE LAND, HISTORY, AND COMMUNITY. TO INSPIRE AND ENGAGE OUR COMMUNITY IN THE STEWARDSHIP OF OUR NATURAL RESOURCES AND OUR RICH AFRICAN AMERICAN CULTURAL HISTORY.

Program Service Accomplishments

Program 1

Expenses: $238,234 Revenue: $8,453

MANAGE AND MAINTAIN A 219-ACRE NATURAL SANCTUARY, INCLUDING THE PRESERVATION OF SIX HISTORIC BUILDINGS, 22 ADDITIONAL HISTORIC RESOURCES, AND SEVEN MILES OF PUBLIC TRAILS. WE PROVIDE COMPREHENSIVE...

MANAGE AND MAINTAIN A 219-ACRE NATURAL SANCTUARY, INCLUDING THE PRESERVATION OF SIX HISTORIC BUILDINGS, 22 ADDITIONAL HISTORIC RESOURCES, AND SEVEN MILES OF PUBLIC TRAILS. WE PROVIDE COMPREHENSIVE EDUCATIONAL PROGRAMMING ON NATURE, HISTORY, AND CULTURE TO PEOPLE OF ALL AGES AND BACKGROUNDS. PROGRAMS ARE DELIVERED THROUGH ON-SITE EXHIBITS, TOURS, AND LECTURES, AS WELL AS A ROBUST VIRTUAL PRESENCE ON OUR WEBSITE AND SOCIAL MEDIA. ADDITIONALLY, OUR SPACES SERVE AS A COMMUNITY HUB BY PARTNERING WITH MISSION-ALIGNED LOCAL NON-PROFITS TO HOST THEIR EDUCATIONAL PROGRAMS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $220,811

Program Service Revenue $8,453

Investment Income $81,599

Other Revenue $7,016

TOTAL REVENUE $317,879

Expense Breakdown

Grants Paid $0

Salaries & Benefits $171,561

Fundraising Expenses $12,211

Program Expenses $238,234

Other Expenses $104,033

TOTAL EXPENSES $275,594

Year-over-Year Comparison

	2025	2024	Change
Revenue	$317,879	$323,113	0.0%
Expenses	$275,594	$287,620	0.0%
Net Income	$42,285	$35,493	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

647

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$50,105

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUSAN ERHARDT	EXECUTIVE DI	25.00	Officer	$50,105	$0	$50,105
SHAWN HALIFAX	EX DIR EFF M	N/A	Officer	$0	$0	$0
DR TERESA LESLIE	PRESIDENT	4.00	Officer Director	$0	$0	$0
SCOTT KARR	VICE PRES.	3.00	Officer Director	$0	$0	$0
DR LISA SHUTT	VICE PRES OC	3.00	Director	$0	$0	$0
KATLIN DEWITT	SECRETARY OC	3.00	Director	$0	$0	$0
SARITA HERMAN	SECRETARY JA	3.00	Officer Director	$0	$0	$0
EDWARD COATES	TREASURER	3.00	Officer Director	$0	$0	$0
DR STANLEY WOODFOLK	AT-LARGE	2.00	Director	$0	$0	$0
ED BROOKS	DIRECTOR	2.00	Director	$0	$0	$0
PHILIP EDMONDS	DIRECTOR	2.00	Director	$0	$0	$0
ELYSE GIRARD	DIRECTOR	2.00	Director	$0	$0	$0
JESSICA HARRIS	DIRECTOR	2.00	Director	$0	$0	$0
BOB HOLDSWORTH	DIRECTOR JAN	1.00	Director	$0	$0	$0
BILL HOLMAN	DIRECTOR OCT	2.00	Director	$0	$0	$0
WILLIAM H JONES	DIRECTOR OCT	2.00	Director	$0	$0	$0
JODY LAHENDRO	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS ZAHIR LOCKETT	DIRECTOR OCT	2.00	Director	$0	$0	$0
LINDSEY SHAVERS	DIRECTOR JAN	1.00	Director	$0	$0	$0
SAM TRUSLOW	DIRECTOR OCT	2.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$317,879	$275,594	$1,030,929	$42,285
2024	No data	No data	No data	No data
2023	$304,497	$212,437	$891,715	$92,060
2022	$168,492	$157,944	$740,806	$10,548
2021	$167,112	$131,471	$867,765	$35,641
2020	$134,372	$111,040	$756,884	$23,332
2019	$81,008	$85,491	$664,905	$-4,483
2018	$103,012	$98,856	$555,571	$4,156